Legal Intake Specialist

Client Experience Associate (Legal Office) Location: Remote Job Type: Full-Time | Monday–Friday | 8:00 AM–5:00 PM Compensation: $8-9/hr (based on experience) + Benefits About Us We are a fast-growing law firm with offices in Burlington and Green Bay, WI. Our culture is our greatest asset: collaborative, supportive, and filled with team members who enjoy working together and often socialize outside the office. We’re looking for a dedicated team player to join our dynamic intake and administrative support team. Position Summary The Client Intake & Administrative Assistant is the first point of contact for all new and returning clients. This role is critical in ensuring client information is handled with precision, follow-ups are timely, and files are processed accurately. You’ll report directly to the Client Experience Manager and play a key role in keeping our operations smooth and professional. Ideal Candidate Extreme attention to detail Strong written and verbal communication skills Comfortable working in a fast-paced, evolving environment Friendly and professional demeanor Technologically proficient and quick to learn new platforms Prior legal or administrative experience preferred but not required How To Apply: Interested candidates are invited to send a resume outlining their qualifications This position is remote in Mexico Responsibilities: Greet clients and notify the legal team upon arrival Manage and follow up with all new leads via phone and email Enter client information into Lead dashboards accurately and promptly Schedule case evaluations with the Client Experience Manager Send, track, and follow up on retainer agreements and credit card authorization forms Process payments and open files in Clio Manage Send welcome letters and assign tasks post-retention Maintain a high level of accuracy in all data entry and conflict checks Open and organize physical case files as needed Collaborate and adapt to changing priorities and responsibilities as the firm grows Qualifications: Extreme attention to detail 1+ years of experience in customer service or other client-facing roles Prior intake experience strongly preferred Strong written and verbal communication skills Comfortable working in a fast-paced, evolving environment Friendly and professional demeanor Technologically proficient and quick to learn new platforms Prior legal or administrative experience preferred but not required Compensation: $8 - $9 hourly

• Greet clients and notify the legal team upon arrival • Manage and follow up with all new leads via phone and email • Enter client information into Lead dashboards accurately and promptly • Schedule case evaluations with the Client Experience Manager • Send, track, and follow up on retainer agreements and credit card authorization forms • Process payments and open files in Clio Manage • Send welcome letters and assign tasks post-retention • Maintain a high level of accuracy in all data entry and conflict checks • Open and organize physical case files as needed • Collaborate and adapt to changing priorities and responsibilities as the firm grows